We are live on ! Find out more
UMAY icon

Innovator US Equity Ultra Buffer ETF May

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$23M -$30.7K -1,094 -0.1%
OWA
2
Outlook Wealth Advisors
Texas
$6.31M -$60.9K -2,172 -0.9%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.16M -$57.6K -2,056 -1%
BCM
4
Brookstone Capital Management
Illinois
$3.63M -$14.9M -533,352 -80%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.67M +$737K +26,276 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.19M -$271K -9,651 -11%
CRWM
7
Castle Rock Wealth Management
California
$1.82M -$47.4K -1,691 -3%
PCA
8
Prosperity Capital Advisors
Ohio
$1.64M -$1.25M -44,611 -43%
KWM
9
KFG Wealth Management
Indiana
$1.26M -$31.4K -1,122 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.1M -$1.37K -49 -0.1%
Truist Financial
11
Truist Financial
North Carolina
$1.09M -$24.1K -859 -2%
CAN
12
Cetera Advisor Networks
California
$1.04M -$48.8K -1,740 -4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$892K +$904K +32,254 New
SB
14
Strategic Blueprint
Georgia
$855K -$207K -7,380 -19%
WFAG
15
Worth Financial Advisory Group
North Carolina
$809K
Citadel Advisors
16
Citadel Advisors
Florida
$620K +$292K +10,431 +87%
MML Investors Services
17
MML Investors Services
Massachusetts
$588K -$11.2K -400 -2%
T
18
TRUADVICE
Florida
$506K -$66.6K -2,375 -12%
WA
19
Wealth Alliance
New York
$435K
HI
20
Harbour Investments
Wisconsin
$434K
LPL Financial
21
LPL Financial
California
$433K +$439K +15,649 New
FIA
22
Foundations Investment Advisors
Arizona
$420K +$426K +15,190 New
MAM
23
Milestone Asset Management
Pennsylvania
$420K -$497K -17,736 -54%
PWA
24
Phoenix Wealth Advisors
North Carolina
$410K
SPC
25
Sigma Planning Corp
Michigan
$409K +$4.12K +147 +1%